Advisornet Financial’s Whitestone REIT WSR Stock Holding History

Advisornet Financial’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45	Hold	2	–	–	﹤0.01%	2243
2026 Q1	$38	Hold	2	–	–	﹤0.01%	2234
2025 Q4	$33	Hold	2	–	–	﹤0.01%	2212
2025 Q3	$29	Hold	2	–	–	﹤0.01%	2218
2025 Q2	$29	Hold	2	–	–	﹤0.01%	2207
2025 Q1	$33	Buy	+2	New	+$28	﹤0.01%	2151
2019 Q4	–	Sell	-1,439	Closed	-$20K	–	2000
2019 Q3	$20K	Hold	1,439	–	–	﹤0.01%	1192
2019 Q2	$18K	Hold	1,439	–	–	﹤0.01%	1082
2019 Q1	$17K	Hold	1,439	–	–	﹤0.01%	1047
2018 Q4	$18K	Hold	1,439	–	–	﹤0.01%	958
2018 Q3	$20K	Hold	1,439	–	–	﹤0.01%	964
2018 Q2	$18K	Hold	1,439	–	–	﹤0.01%	980
2018 Q1	$15K	Hold	1,439	–	–	﹤0.01%	991
2017 Q4	$21K	Buy	+1,439	New	+$20.3K	﹤0.01%	855

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Advisornet Financial's WSR Position: Q2 2026 in Review

Advisornet Financial held its Whitestone REIT (WSR) position steady in Q2 2026 at 2 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Advisornet Financial first reported a position in WSR in Q4 2017 and has held it in 14 quarters since. The position peaked at $21K in Q4 2017. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Advisornet Financial held 2 shares of Whitestone REIT worth $45 as of Q2 2026.
Advisornet Financial left its Whitestone REIT share count unchanged in Q2 2026.
Whitestone REIT made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2243 holding.
Advisornet Financial first reported a position in Whitestone REIT in Q4 2017 and has held it in 14 quarters since.
Advisornet Financial's Whitestone REIT position peaked at $21K in Q4 2017.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.